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Mount Yale Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mount Yale Investment Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9M Buy
176,633
+128,082
+264% +$25.7M 0.79% 20
2025
Q4 		$9.64M Buy
48,551
+27,341
+129% +$5.37M 0.46% 49
2025
Q3 		$4.13M Sell
21,210
-14,113
-40% -$2.65M 0.29% 78
2025
Q2 		$6.46M Sell
35,323
-35
-0.1% -$6.04K 0.5% 31
2025
Q1 		$6.04M Buy
35,358
+2,892
+9% +$518K 0.52% 28
2024
Q4 		$5.78M Sell
32,466
-4,915
-13% -$893K 0.47% 29
2024
Q3 		$6.7M Sell
37,381
-2,328
-6% -$404K 0.64% 19
2024
Q2 		$6.78M Sell
39,709
-405
-1% -$66.5K 0.54% 23
2024
Q1 		$6.59M Sell
40,114
-1,488
-4% -$232K 0.51% 34
2023
Q4 		$6.12M Buy
41,602
+2,743
+7% +$380K 0.58% 29
2023
Q3 		$5.12M Sell
38,859
-10,244
-21% -$1.4M 0.56% 33
2023
Q2 		$6.62M Buy
49,103
+2,636
+6% +$335K 0.7% 23
2023
Q1 		$5.76M Buy
46,467
+44,285
+2,030% +$5.32M 0.65% 32
2022
Q4 		$249K Sell
2,182
-598
-22% -$67.8K 0.03% 391
2022
Q3 		$289K Buy
2,780
+430
+18% +$50.3K 0.04% 350
2022
Q2 		$263K Buy
2,350
+740
+46% +$90.3K 0.03% 384
2022
Q1 		$217K Buy
+1,610
New +$214K 0.02% 436
2021
Q1 		– Sell
-2,566
Closed -$298K – 447
2020
Q4 		$298K Buy
+2,566
New +$283K 0.04% 299
2020
Q2 		– Sell
-12,475
Closed -$1.01M – 358
2020
Q1 		$1.01M Buy
12,475
+4,686
+60% +$447K 0.23% 111
2019
Q4 		$781K Buy
7,789
+5,154
+196% +$496K 0.14% 134
2019
Q3 		$254K Buy
+2,635
New +$242K 0.05% 278

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's QUAL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 264% in Q1 2026, buying an estimated $25.7M and bringing the position to 176,633 shares worth $33.9M. The position accounts for 0.79% of the portfolio, ranked #20.

Mount Yale Investment Advisors first reported a position in QUAL in Q3 2019 and has held it in 21 quarters since. 1,641 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Mount Yale Investment Advisors held 176,633 shares of iShares MSCI USA Quality Factor ETF worth $33.9M as of Q1 2026.
  • Mount Yale Investment Advisors bought 128,082 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $25.7M.
  • iShares MSCI USA Quality Factor ETF made up 0.79% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 21 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.